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Importing Data

Importing Data

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Importing Data

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Evopos has an open data policy and you have full access to your database.

Our Customer Service team will be happy to convert data for you for a nominal charge. Alternatively, this section will help to convert and import yourself

The database is based on Microsoft SQL Server which is extremely powerful, reliable and flexible. Microsoft SQL Database can integrate with many programs such as Microsoft Excel and Access. There is also a free Microsoft SQL Management Studio utility to manage, import and export data.

Evopos normally uses CSV (Comma Separated Values) files to import data. This is because CSV Files are common and can be created using spreadsheets such as Microsoft Excel.

We need to ensure the columns are in the specific order for each Import. Please see the specific sections for more details.

You can download a template spreadsheet from our Portal that contains the headers of the fields in the order they need to be. You can either add data into this manually, or take an existing spreadsheet and arrange the columns into the specified order.

It is normally a good opportunity to use the spreadsheet tools to tidy up the data or delete unwanted lines prior to importing. There are also functions in a spreadsheet (such as Fill, or to calculate the excl tax figures) that will help bulk change multiple rows.

Before saving the spreadsheet as a CSV file it is important to ensure there are no commas (or less commonly Line feed codes) in the data as these can trigger end of field or record which will miss data and could cause errors. For example: select all columns and use the 'Replace All' function to replace any commas (,) with semi-colons (;). See our Excel Tips guide on our Evopos portal for more information.

It is highly recommended to take a backup first and Importing data can often have un-expected results

You would normally import Contacts and Stock Items first as other imports may need to access the current Contact_ID and Part_ID for a Customer No or Part No

Our Evopos Portal also has a large collection of other Guides and Downloads including:

Templates spreadsheet that contains the headers of the fields in the order they need to be.

Common data such as Model Templates that can be imported as CSV files or SQL scripts

A free utility called Data Admin which has a wide range of import options